Pricing

No Upfront Fees. No Hourly Fees. No Minimums. No B.S.

You should be able to contact me as often as you like without fear of incurring extra cost. The pricing schedule is designed to be simple and affordable. For this, you get a partner who will care more about your financial success than anybody who doesn’t share your last name (probably more than some of them, too).

Assets Under My Management Annual Fee*

$0 - $50,000 1.4% + $50 monthly subscription

$50,000 - $100,000 1.4%

$100,000 - $250,000 1.1%

$250,000 - $500,000 1.0%

$500,000 and over .90%

*Annual percent-based fee is charged quarterly in advance directly to established investment accounts.